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Morgan Stanley: The selloff in US memory stocks is a “healthy reset,” not a turning point in the cycle

MeNews
ME News, July 20 (UTC+8). Market sources: Morgan Stanley analysts have described the recent sell-off of U.S. memory stocks as a “healthy reset,” and believe it is not a turning point in the memory cycle. Morgan Stanley expects DRAM prices in Q3 2026 to still rise sequentially by more than 20%-30%. This view points to certain channel and category definitions, and cannot be simply equated with the official contract prices for server DRAM across the entire industry. (Source: ODAILY)
MS2.57%
DRAM10.89%
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